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Connect with Jason Whitby
Meet Jason Whitby
Expertise
Budgeting and Saving, Retirement and Investment
Location
Coconut Grove, Florida
Credentials
CFP®; Chartered Financial Analyst; Accredited Investment Fiduciary
Education
Purdue University - BS Chemical Engineering. Santa Clara University - MBA
Jason Whitby, CFP® is a senior financial advisor for Investor Solutions where he provides financial planning and investment management for high net-worth clients and institutions. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Analyst (CFA) and an Accredited Investment Fiduciary (AIFA®), and is ranked a Five Star Advisor by the Paladin Registry. Jason is an active volunteer and speaker for the community outreach program sponsored by the Financial Planning Association of Miami-Dade.
Links by Jason Whitby
Questions Answered by Jason Whitby
what are nondivident distributions
February 13 2012 / 197 Views / 1 Expert Answers / Taxes
I have a Roth IRA at $10,000. and 35 years old.What happens if I take all the money out and spend it? Thanks Roland
October 17 2011 / 435 Views / 1 Expert Answers / Retirement
I have $200K cash and want to retire in 10 yrs, where do I to put it?
October 10 2011 / 487 Views / 1 Expert Answers / Retirement
